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Terry Smith / Tom Armstrong

@Fundsmith Investment Services Ltd.

Latest period2024 - Q3ReportedManaged Assets$8.04BTotal holdings28
Assets growth rate3.75%Assets growth rate (2-Q avg)3.38%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fundsmith Investment Services Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Fundsmith Investment Services Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 8.04B in assets, with a quarterly growth rate of 3.75% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Terry Smith, Tom Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSMTaiwan Semiconductor Manufacturing Us Adr
Recent Activity
0.33%
$26.049M
149,989 shares@ $173.68 avg price
HDHome Depot Ord
Recent Activity
Increased 5.75%
0.29%
$22.909M
56,537 shares@ $405.2 avg price
FCNCAFirst Citizens Bcshs -cl A
Recent Activity
0.24%
$19.089M
10,369 shares@ $1840.96 avg price
ZTSZoetis Cl A Ord
Recent Activity
Increased 5.75%
0.22%
$17.242M
88,250 shares@ $195.38 avg price
MAMastercard Cl A Ord
Recent Activity
Increased 5.75%
0.16%
$12.275M
24,858 shares@ $493.8 avg price
MCDMcdonald S Ord
Recent Activity
Increased 5.75%
0.14%
$10.995M
36,108 shares@ $304.51 avg price
NVDANvidia Corp
Recent Activity
0.13%
$10.429M
85,880 shares@ $121.44 avg price
MKCMccormick & Co Non Vtg Shrs
Recent Activity
Decreased -96.14%
0.09%
$7.016M
85,247 shares@ $82.3 avg price